Build your financial security with OBT Financial Group – Lockyer Valley’s Business of the Year 2015 and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 30 years.
In unprecedented times, market volatility and the news headlines that follow can often be a cause of concern for members – particularly when it comes to superannuation.
Using Data to Drive Decision-making to Build Business
Business owners often complain they lack information to make decisions, in spite of many solutions which claim to provide intelligent, customised reporting. Identifying business problems that need solutions and then the data sets which support decision-making is a better approach and we accountants can add value in this process. Read how.
What can retirees do about longevity risk?
When life starts to wind down, read how retirees can have cash flows for all the essentials that they need and can take comfort in the knowledge that they are able to enjoy life on their terms.
Which are you – a saver or investor?
Whether you are a saver or investor could make a major difference to your lifestyle in the long run. To determine if you are a saver or investor we look at the characteristics of each.
Using diversification to combat risk
One of the most important principles of investing is to ensure that you have a diversified portfolio. Read why.
Transition to retirement
Read why the decisions made during your ‘transition to retirement’ are life changing and how OBT’s Financial Planning team can help.
Why investing for retirement is different
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
6 tips for raising financially savvy kids
If you want your children to grow up making sensible financial decisions, it pays to start early. Guiding your children through the basics of saving, budgeting and spending from a young age will help them to develop good habits for life. 1. Start early Introduce… Read More >>
